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COMPLEX CLAIMS & LITIGATION FORUM 2024 AGENDA


ALL TIMES BELOW ARE IN PACIFIC TIME.

 * Monday, February 26, 2024
   (Day One)

 * Tuesday, February 27, 2024
   (Day Two)

 * Wednesday, February 28, 2024
   (Day Three)


MONDAY, FEBRUARY 26, 2024



08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST

--------------------------------------------------------------------------------

09:00 - 09:30 | OPENING KEYNOTE: CHANGE THE NARRATIVE & CHALLENGE CONVENTION:
BRIDGING INDUSTRY GAPS

Join us as this opening keynote discusses how to close the gap between risk
evaluations and defense council claims strategy, and offers expert anecdotes on
why it takes an objective eye to challenge industry conventions.

 

Carey Bond, Head of US Claims - Lloyd’s

--------------------------------------------------------------------------------

09:30 - 10:15 | STATE OF THE INDUSTRY - COMPLEX CLAIMS POWER PANEL

This panel will bring together industry thought-leaders to analyze the shifting
landscape of complex claims, examine key trends and industry risks, and offer
their predictions for the year ahead.


Jonathan Schwartz, Attorney - Freeman Mathis & Gary, LLP
David Corry, Head of Casualty - Argo Group
Barbara Gliszczynski, VP Risk Management - Westgate Resorts
Geoff Borger, Casualty Claim Leader - Nationwide ESS
Steve Carr, Claims Litigation Manager - Grange Insurance

--------------------------------------------------------------------------------

10:15 - 10:45 | MORNING NETWORKING BREAK

--------------------------------------------------------------------------------

PREVENT


10:45 - 11:30

LITIGATING ON A BUDGET: STRATEGIES FOR LEGAL SPEND MANAGEMENT

Kristen Swift, Partner - Kaufman Dolowich

PREPARE

10:45 - 11:30

I HEAR YOU – TIPS TO IMPROVE COMMUNICATION BETWEEN CARRIERS & COUNSEL IN CASE
PREPARATION

Heather Beam, Attorney - Thompson Coe
Thomas Annis, Partner - Thompson Coe

PREVAIL

10:45 - 11:30

HOW TO WIN YOUR E-DISCOVERY DISPUTE

Kathryn (Kate) Whitlock, Member - McAngus Goudelock & Courie
Brent Stevens, Senior Director - Consilio
Bolanle Akinrimisi, Claims Focus Group Leader Cyber&Tech - Beazley PLLC

--------------------------------------------------------------------------------

PREVENT


11:35 - 12:20

WAYS TO IDENTIFY OPPORTUNITIES FOR EARLY RESOLUTION CONSIDERATIONS

Stephen Peacock, Assistant Vice President, Client Engagement - Safety National
Greg Gitter, President - Legacy Claim Solutions

PREPARE

11:35 - 12:20

FIVE EFFECTIVE STRATEGIES FOR SELECTING A JURY

PREVAIL

11:35 - 12:20

HOW WE PREVAILED AND WHY: A CASE STUDY IN CONQUERING A COMPLEX ORGANIZED FRAUD
RING

Frank Goldstein, Managing Partner - Goldstein Law Group

--------------------------------------------------------------------------------

12:20 - 14:00 | NETWORKING LUNCHEON

--------------------------------------------------------------------------------

PREVENT


14:00 - 14:45

SUITABLE FOR SUBROGATION? HOW TO DETERMINE IF A CLAIM HAS SUBROGATION POTENTIAL

Marc Madonia, Senior Counsel - Subrogation - Starr Companies

PREPARE

14:00 - 14:45

UNDER OATH: WHAT CLAIMS PROFESSIONALS NEED TO KNOW TO CONDUCT AN EFFECTIVE EUO

MICHAEL PACKER, Shareholder - Marshall Dennehey

PREVAIL

14:00 - 14:45

HOW TO ROADBLOCK RUNAWAY VERDICTS - TACTICS TO MITIGATE YOUR RISKS IN COURT

G. Jeffrey Vernis, Managing Partner - Vernis & Bowling

--------------------------------------------------------------------------------

15:00 - 16:00 | BACK TO THE FUTURE: A ROADMAP FOR THE CURRENT & FUTURE STATE OF
CYBER CLAIMS

As cyber innovations evolve, so do the digital scams and fraud patterns. This
panel of experts will explore the brave new world of cyber claims, including
ransomware tactics, biometric data liability risks, and deepfake fraud attacks.
Attendees will learn new strategies for prevention and cyber resilience, and
best practices for insuring the metaverse, because where we're going... we will
need a roadmap!


Christa Johnson, Team Lead- Cyber - GB Specialty
Bolanle Akinrimisi, Claims Focus Group Leader Cyber&Tech - Beazley PLLC
Tammy Chang, Senior Claims Specialist - AXA XL
Linda Comerford, Head of Claims, North America - Resilience
Emily Lowe, Cyber Practice Leader - Hudson Insurance
Elana Ashanti Jefferson, Editor-in-Chief - PropertyCasualty360.com

--------------------------------------------------------------------------------

16:00 - 16:30 | FIRESIDE CHAT - TOWER OF POWER OR BURNING INFERNO: INSURANCE
STAKEHOLDER COLLABORATION TO COMBAT NUCLEAR VERDICTS AND SETTLEMENTS

As runaway verdicts become increasingly common, the role of the excess carrier
tower in combatting this trend is more important than ever.  Excess carriers
have the power to strategically select which cases should be tried and which
cases they will target to force settlements when necessary.  This keynote will
discuss the importance of collaboration and alignment among the client,
insurance carrier, and the excess carrier(s) to successfully try high exposure
cases.

Elizabeth Fitch, Founding Member - Righi Fitch Law Group
Theodore Schaer, Director - Zarwin Baum

--------------------------------------------------------------------------------

16:30 - 17:30 | WELCOME RECEPTION

--------------------------------------------------------------------------------


TUESDAY, FEBRUARY 27, 2024



08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST

--------------------------------------------------------------------------------

09:00 - 09:30 | OPENING KEYNOTE: IF I KNEW THEN WHAT I KNOW NOW... DEMYSTIFYING
THE COMPLEXITY IN CLAIMS

This keynote will discuss highlights from claims that went well... and the
lessons learned those that didn't. An industry expert will share their
experiences on some of the more complicated claims they've come across so
attendees will come away with best practices for achieving successful outcomes
once a claim becomes complex.

 

Ruben Pinto, Director, Large Loss Casualty - Allstate Insurance

--------------------------------------------------------------------------------

09:30 - 10:15 | DRIVING DISRUPTORS: A CRASH COURSE IN THE COMPLEX CHALLENGES OF
AUTONOMOUS AND ELECTRIC VEHICLES

As autonomous and electric vehicles continue to evolve at an accelerating pace,
the legal and insurance industries are facing increasing challenges on liability
questions, risk assessment models, and cyber exposures. Our expert panel will
discuss the possible legal implications, impact on coverage policies, and
provide best practices to steer you in the right direction.


Kenneth Williams, Shareholder - Segal McCambridge
Mike Stankard, Managing Director | Industrial & Materials & Automotive Practice
- Aon
Erin Erickson, Managing Partner/Shareholder - Bohyer, Erickson, Beaudette &
Tranel, PC
Karen Tucker, Recovery Team Leader - Cincinnati Insurance Company

--------------------------------------------------------------------------------

10:15 - 10:45 | MORNING NETWORKING BREAK

--------------------------------------------------------------------------------

PREVENT


10:45 - 11:30

THAT’S PRIVATE! - POLICIES & PROCEDURES TO PROTECT AGAINST PRIVACY VIOLATIONS

Devin Grimm, Commercial Insurance Advisor - USI Insurance Services
Phurba Gyalzen, West Region Cyber Leader - USI Insurance Services
Christopher Ballod, Managing Director - Kroll
Matthew Szymczak, Claims Counsel - Coalition
Steve Millendorf, Partner - Foley & Lardner

PREPARE

10:45 - 11:30

TAKE IT FROM ME: A LAWYER’S VIEW ON THE MISTAKES INSURERS MAKE IN COMPLEX CLAIMS

Mark Severino, Attorney - Wilson Elser Moskowitz Edelman & Dicker, LLP
Jorge Ramirez, Partner - Wilson Elser Moskowitz Edelman & Dicker, LLP
Sheri Thome, Partner - Wilson Elser Moskowitz Edelman & Dicker, LLP

PREVAIL

10:45 - 11:30

SUCCEED WITH EMPATHY: HOW BEING EMPATHETIC WINS CUSTOMERS AND CASES

Lori Ann Franek, Partner, Director of Business Development - DBI Consultants
Jennifer Gibbs, Partner - Zelle LLP
Joe Patten, Vice President, Property Claims - Sompo International

--------------------------------------------------------------------------------

PREVENT


11:35 - 12:20

FIVE THINGS THAT WILL PUSH YOU INTO LITIGATION, AND HOW TO AVOID THEM

Quentin Brogdon, Partner - Crain Brogdon, LLP

PREPARE

11:35 - 12:20

MEDIATING A SUBROGATION CLAIM: KEY STRATEGIES FOR ACHIEVING SUCCESSFUL OUTCOMES

Joseph Rich, Attorney - Cozen O'Connor
Joshua Goodman, Chair, Subrogation & Recovery, Southeast Region - Cozen O'Connor

PREVAIL

11:35 - 12:20

STRATEGIES TO WIN INSURANCE LAWSUITS & BAD FAITH TRIALS

Christopher Martin, Attorney - Martin, Disiere, Jefferson & Wisdom LLP

--------------------------------------------------------------------------------

12:20 - 14:00 | NETWORKING LUNCHEON

--------------------------------------------------------------------------------

PREVENT


14:00 - 14:45

TO PROTECT AND TO NOT BE SERVED: HOW TO AVOID LIABILITY WITH ACTIVE ASSAILANT
COVERAGE

Kathleen Bonczyk, Attorney/Researcher - Workplace Violence Prevention Institute

PREPARE

14:00 - 14:45

DEFENDING AGAINST & MITIGATING REPTILE/”EDGE” TACTICS

Dan Costello, Managing Partner - Costello Ginex & Wideikis
George Pavarini, Vice President Claims - Amerisure Mutual Insurance Company

PREVAIL

14:00 - 14:45

IMMEDIATE RESPONSE TACTICS FOR CATASTROPHIC CLAIMS

Allyson Byrd, Attorney - McGlinchey Stafford
Jade Letlow, Claims Supervisor - Berkley Environmental
Robin Roeder, SVP Risk Management - Sedgwick

--------------------------------------------------------------------------------

15:00 - 15:15 | BRIDGING THE KNOWLEDGE GAP - A SOLUTION

For years, the insurance industry has been aware that a coming wave of
retirements would create a “knowledge gap.” This knowledge gap is a result of
the vast amount of experience that is leaving the industry. When industry
veterans retire, they take with them knowledge and experience that can’t be
easily duplicated. The team at ALM|PropertyCasualty360 has a solution.

Dean Chrestman, Vice President, Professional Education and Books - ALM

--------------------------------------------------------------------------------

15:15 - 17:00 | TALENT TWO-PARTER: THOUGHT LEADERSHIP ON RECRUITMENT, RETENTION
AND MENTORSHIP

Don't miss this in-depth discussion from industry leaders as they share their
perspectives on increasing interest in the profession, talent retention methods,
and professional development ideas. The first part of this panel will provide an
action plan for creating an inclusive workplace, generating enthusiasm for the
industry, and the steps you can take now to improve employee retention.

Join us for the second half of this session as mentors/mentees take the stage to
share stories and insights from their personal experiences on mentorship
programs, including the impact on career development, getting the most out of
the mentorship, how to be a virtual mentor, and what a role model looks like in
today's workforce. Attendees will walk away with not just inspiring examples of
mentorship, but the tools needed to be an effective mentor, foster career
progression, and to drive positive change in the workplace.
 

Caryn Siebert, VP, Director of Carrier Engagement - Gallagher Bassett
Tara Toevs Carolan, Partner - Tarter Krinsky & Drogin LLP
Laura Huffman, Vice President of Casualty Operations - Engle Martin & Associates
Amy Mijo, Sr. Human Resources Manager - CSAA Insurance Group
Maryellen Miller, Executive Casualty/GL Property Adjuster - Engle Martin
Jazmin Gelista, Talent Management & Internal Mobility Partner - CSAA IG
Bert Dizon, Claims Director - Cardinal Captive Strategies

--------------------------------------------------------------------------------

17:00 - 18:30 | COCKTAIL RECEPTION

--------------------------------------------------------------------------------


WEDNESDAY, FEBRUARY 28, 2024



08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST

--------------------------------------------------------------------------------

09:00 - 09:45 | OPENING KEYNOTE: LEADING THROUGH CHAOS: HOW TO BE A LEADER IN
TIMES OF CRISIS

The unpredictability of the past years proved that uncertainty is the only
certainty, with multiple crises disrupting the industry and workplace. What
leadership lessons were learned, and how can they be applied to the inevitable
future crises? Don't miss this compelling keynote as an expert provides case
studies on successful leadership during times of chaos, and provides best
practices on how to become a leader that thrives in adversity.

 

Dana Applegate, Senior Vice President, Claims - Coaction Specialty Insurance

--------------------------------------------------------------------------------

09:45 - 10:30 | PREVAILING WITH PARTNERSHIP: BRIDGING THE GAP BETWEEN CLAIMS &
LITIGATION

This session will provide a deep-dive look into the relationship between
insurance and litigation. How can communication and collaboration be improved in
case preparation? What do they want the "other side" to know? What methods can
be used to fight against reptile tactics, and increase enthusiasm about careers
in these industries? Join us for this discussion on strategies for building
trust and fostering empathy to create effective partnerships.


Eileen Luttrell, Attorney - Koeller Nebeker Carlson & Haluck, LLP
Geoff Borger, Casualty Claim Leader - Nationwide ESS
Wendy Patrick, Casualty Claims Manager - Mutual of Enumclaw Insurance Company
Marie Cheung-Truslow, Owner/Principal - Law Offices of Marie Cheung-Truslow
Derrick Mullen, Vice President and Litigation Manager - Seneca Insurance
Company, Inc.

--------------------------------------------------------------------------------

10:30 - 11:15 | IT'S NOT EASY BEING GREEN: CANNABIS CLAIMS IN A BUDDING INDUSTRY

As the cannabis sector continues to grow, so do the unique issues for the legal
and insurance industries. These challenges include the legal implications on
worker compensation claims and product liability, as well as the impact on
policy creation and product development. This panel will break down current
trends in cannabis claims, and offer strategies for navigating this complex
legal landscape so you don't get stuck in the weeds!


Adam Dolan, Partner - Gfeller Laurie LLP
Lauren Ybarra, Attorney - McGlinchey Stafford
Michael Peters, Cannabis Practice Leader - PL Risk Advisors Inc.
Charles Stoecker, Partner - McGlinchey Stafford

--------------------------------------------------------------------------------

11:15 - 12:00 | CHAT GPT & ME: NAVIGATING THE COMPLEXITIES OF THE DIGITAL ERA

AI tools can be very beneficial for processing and data analytics, but the
increased usage of Generative AI has the legal and insurance industries asking
questions faster than even Chat GPT can answer! How do you stay on top of
rapidly changing regulations and compliance? What are the liability issues
around data privacy and machine errors? What is the impact on fraud policies and
products? This panel of (human) experts will delve into how to balance the risks
against the rewards, and offer tips for how to navigate in the Digital Era.

Richard Wickliffe, Claims Leader - Special Investigations SME
Awais Farooq, Senior Vice President, Strategy & Transformation - Crawford &
Company
John Standish, Chief Innovation and Compliance Officer - Charlee.ai
Bethany Jansen, Principal IT Program Manager - American Family Insurance
Ketan Vaidya, President, Small Commercial (Small Business) - Chubb

--------------------------------------------------------------------------------

12:00 - | CLOSE OF CONFERENCE

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